HUL Q4 FY25 Results: Rural Demand Expected, Premiumisation Slightly Slow – But Investments in Full On Mode|
Hindustan Unilever Ltd (HUL) – whose products are available in every household like Dove, Lipton, Surf Excel – declared its Q4 FY25 results, and the company says that recovery is seen in both urban and rural demand. There is a plan to increase investments further in the next few quarters, as spending is likely to increase due to tax rebates, low interest rates, and reduced food inflation.
CEO Rohit Jawa’s Vision: Both Rural and Urban engines will be brought to full throttle
“Rural demand is resilient, and urban is also improving. Momentum will return in both markets in the next 3-6 months,” – Rohit Jawa, CEO & MD, HUL. HUL will now focus on volume led growth, value packs for rural customers, accessible pricing strategy and a rise in small pack sales, which is a signal of boost in rural demand.
Slowdown of Premium Products? Jawa says – Long Term Picture is Bright
“Premium growth has slowed down a bit in some quarters, but in the long term Indian consumer always wants to upgrade.” Now despite the short term hiccups, HUL’s long term premiumisation plan is still strong.
Emphasis on Portfolio Transformation – HUL is ready for the future with innovation and acquisitions
In FY25: New innovations in high growth segments and acquired D2C brands like Minimalist. Divested Pureit and increased investments in future channels. This is the perfect time to make investments for growth,” CEO Jawa said.
Q4 FY25 Results – Slightly Mixed, par Overall Theek – Thaak
- Standalone Net Profit: ₹2,493 crore (3.7% YOY growth)
- Standalone Revenue: ₹15,214 crore (2.4% YOY growth)
- Consolidated Net Profit: ₹2,464 crore (3.7% decline YOY)
Volume Growth: 2%
Sales Growth: 3%
Street estimate was ₹2,470 crore – so HUL slightly outperformed.
Final Dividend: ₹24/share
Total FY25 Dividend: ₹53/share (₹19 interim + ₹10 special)
Read More: Syngene stock falls 10% after Q4 results – FY26 guidance gives investors a shock.
Segment Wise Performance
Personal Care: Profit up to 5%, Bodywash showed double digit growth and Skin cleansing was slightly slow.
Home Care: Revenue 5,815 crore and premium fabric wash and conditioners showed outperformance.
Beverages: Tea showed low single digit growth and Coffee continued double digit growth.
Foods: Profit down 15% to Rs 627 crore and Tea cost inflation of 20% and high input costs put margin pressure. “We have kept pricing low due to inflation to maintain competitiveness,” said CFO Ritesh Tiwari.
